Jim Ortlip
Direttore degli Investimenti presso Alpha Omega Group, Inc.
Profilo
Mr. James T.
Ortlip is a Chief Investment Officer & Wealth Advisor at Alpha Omega Group, Inc. He has been in the financial services industry since 1989 and as a Financial Advisor and planner since 2004.
He specializes in designing detailed financial plans that encompass all life stages including college planning, wealth accumulation, estate planning, insurance analysis and retirement planning with a special emphasis on IRA planning.
Mr. Ortlip complements each plan with individually tailored risk adjusted investment portfolios.
In addition to financial planning and investment portfolio management, he has a deep knowledge in tax mitigating strategies and is an advisor on Tax Deferred Exchanges.
He also utilizes a number of strategies that are suited for a variety of individual lifestyle, tax and estate planning needs.
He received his undergraduate degree from the University of Pittsburgh and is a Certified Financial Planner professional.
Posizioni attive di Jim Ortlip
Società | Posizione | Inizio |
---|---|---|
Alpha Omega Group, Inc.
Alpha Omega Group, Inc. Investment ManagersFinance Alpha Omega Group, Inc., dba AOG Wealth Management (AOG), is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Frederick P. Baerenz in 2000. AOG offers a variety of advisory services to high net-worth individuals, endowments, high net-worth corporations or other businesses. | Direttore degli Investimenti | 01/09/2009 |
Formazione di Jim Ortlip
University of Pittsburgh | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Alpha Omega Group, Inc.
Alpha Omega Group, Inc. Investment ManagersFinance Alpha Omega Group, Inc., dba AOG Wealth Management (AOG), is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Frederick P. Baerenz in 2000. AOG offers a variety of advisory services to high net-worth individuals, endowments, high net-worth corporations or other businesses. | Finance |
- Borsa valori
- Insiders
- Jim Ortlip